L & S Advisors Inc Purchases 19,292 Shares of Cameco Corporation $CCJ

L & S Advisors Inc grew its position in Cameco Corporation (NYSE:CCJ) (TSE:CCO) by 35.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 73,674 shares of the basic materials company’s stock after purchasing an additional 19,292 shares during the quarter. L & S Advisors Inc’s holdings in Cameco were worth $6,178,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in CCJ. Financial Consulate Inc. purchased a new stake in Cameco during the 3rd quarter worth approximately $25,000. Armstrong Advisory Group Inc. lifted its stake in shares of Cameco by 110.3% during the third quarter. Armstrong Advisory Group Inc. now owns 347 shares of the basic materials company’s stock worth $29,000 after buying an additional 182 shares during the period. VSM Wealth Advisory LLC acquired a new stake in shares of Cameco during the second quarter worth $35,000. Creative Financial Designs Inc. ADV grew its holdings in shares of Cameco by 936.2% during the second quarter. Creative Financial Designs Inc. ADV now owns 487 shares of the basic materials company’s stock valued at $36,000 after buying an additional 440 shares during the last quarter. Finally, Cullen Frost Bankers Inc. acquired a new position in shares of Cameco in the 3rd quarter valued at $37,000. 70.21% of the stock is owned by institutional investors and hedge funds.

More Cameco News

Here are the key news stories impacting Cameco this week:

• Positive Sentiment: Q4 results beat expectations — EPS jumped ~38% and revenue topped estimates, giving investors evidence the company’s Fuel Services and Westinghouse businesses are accelerating. Cameco Delivers Earnings Beat in Q4: Here’s How to Play the Stock
• Positive Sentiment: Long-term contracting and disciplined supply strategy: Cameco reported ~230M lbs of long-term commitments (roughly 28M lbs/year for five years) and is deliberately holding some uncommitted supply to capture higher prices — this improves revenue visibility and pricing power. Up 135% in the Past Year, Can Cameco Continue Its Run?
• Positive Sentiment: Westinghouse partnership & U.S. government initiatives are expected to be material in 2026 — Cameco cited a sizeable share of Westinghouse adjusted EBITDA (management’s 2026 estimate ~ $370–$430M), which supports earnings upside. Up 135% in the Past Year, Can Cameco Continue Its Run?
• Positive Sentiment: Analyst momentum and price-target upgrades: GLJ Research reaffirmed a “buy” and raised its target sharply (to $171.20), and CCJ appears on Zacks’ momentum (Rank #1) lists — these signals can drive buying interest. Benzinga Best Momentum Stocks to Buy for February 17th
• Neutral Sentiment: Sector context — Cameco is outperforming many oil/energy names this year amid a broader nuclear revival; investors weighing energy allocations could rotate into or out of CCJ depending on risk appetite. Are Oils-Energy Stocks Lagging Cameco (CCJ) This Year?
• Neutral Sentiment: Broad positive coverage and high institutional ownership are supportive but already priced in by many investors — watch sentiment and flows. Analysts Offer Insights on Energy Companies: ARC Resources and Cameco
• Negative Sentiment: Rich valuation — CCJ’s trailing P/E and extended run (up large % in past year) increase the risk of pullbacks if contract assumptions or uranium price momentum cools.
• Negative Sentiment: Intra-day volume is below average today (lower-than-normal liquidity can amplify price moves and indicates some trading may be driven by headlines rather than broad participation).

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the stock. Royal Bank Of Canada raised their price target on shares of Cameco from $150.00 to $160.00 and gave the stock an “outperform” rating in a research report on Tuesday. The Goldman Sachs Group reissued a “buy” rating and set a $131.00 target price on shares of Cameco in a report on Wednesday, February 4th. Weiss Ratings restated a “hold (c-)” rating on shares of Cameco in a research report on Monday, December 29th. UBS Group assumed coverage on Cameco in a research report on Monday, November 10th. They set a “neutral” rating and a $140.00 price target on the stock. Finally, Raymond James Financial reiterated an “outperform” rating on shares of Cameco in a research note on Wednesday, January 14th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $143.03.

Cameco Stock Performance

NYSE CCJ opened at $116.56 on Thursday. The stock has a market capitalization of $50.77 billion, a price-to-earnings ratio of 120.17 and a beta of 0.99. The stock has a 50-day moving average of $107.72 and a 200 day moving average of $92.76. The company has a current ratio of 2.47, a quick ratio of 1.85 and a debt-to-equity ratio of 0.14. Cameco Corporation has a twelve month low of $35.00 and a twelve month high of $135.24.

Cameco (NYSE:CCJ) (TSE:CCO) last posted its quarterly earnings data on Friday, February 13th. The basic materials company reported $0.36 EPS for the quarter, beating analysts’ consensus estimates of $0.29 by $0.07. Cameco had a return on equity of 9.35% and a net margin of 17.00%.The business had revenue of $874.57 million during the quarter, compared to analysts’ expectations of $782.13 million. During the same period in the previous year, the business earned $0.36 earnings per share. The business’s revenue was up 1.5% compared to the same quarter last year. Sell-side analysts anticipate that Cameco Corporation will post 1.27 EPS for the current fiscal year.

Cameco Company Profile

Cameco Corporation (NYSE: CCJ) is a leading producer of uranium and a supplier to the global nuclear power industry. Headquartered in Saskatoon, Saskatchewan, Canada, the company is engaged in the exploration, mining, milling and sale of uranium concentrate, commonly known as yellowcake, which is used as fuel for nuclear reactors. Cameco also participates in services and activities that support the front end of the nuclear fuel cycle, including processing and marketing of uranium to utilities under long‑term and spot contracts.

The company’s operations have historically centered in Canada and the United States, where it operates and develops uranium mining and processing properties.